Xero Tax for accounts and tax compliance

Xero Tax lets you manage accounts and tax return preparation, filing and compliance tasks for all your business clients in the cloud.

Manage accounts and tax

Use Xero Tax for your Xero business clients.

Prepare tax returns and accounts

Use data from Xero accounts without re-entering it.

Work with Companies House

Prefill annual accounts with data and file them.

File returns online

Send annual accounts and tax returns from Xero Tax.

Manage accounts and tax

Use Xero Tax together with your client’s data in Xero for a seamless end-to-end process.

  • Included
    Perform routine bookkeeping
  • Included
    Produce accounts
  • Included
    Prepare and file tax returns
A list of the practice’s clients showing when their accounts, tax return and payment are due and the current status.

Prepare tax returns and accounts

Share client records between Xero and Xero Tax.

  • Included
    Client details and accounts data flow from Xero into Xero Tax
  • Included
    Import trial balance amounts from Xero accounts into tax returns
  • Included
    Generate email requests for clients to sign electronically
A message displays to a business owner requesting permission for Xero Tax to access the businesses’s Xero data.

Work with Companies House

Collect data from Companies House to help with preparing annual accounts and file accounts to Companies House.

  • Included
    Populate company accounts and tax returns
  • Included
    Review and update the information that’s retrieved
  • Included
    File annual accounts to Companies House from Xero
The company information screen shows tax period dates as well as the company name, registration number and address.

File returns online

File annual accounts and tax returns for small business clients directly from Xero Tax to HMRC.

  • Included
    Submit annual accounts and tax returns for micro-entities
  • Included
    File abridged accounts and tax returns for small companies
  • Included
    Future modules include personal, partnership, trust and estate tax
Xero Tax offers a list of filing options including current or previous filing periods and which final reporting standard to use.

More about Xero Tax

Personal tax will be available to all on the Xero partner programme from the end of August 2021. We are currently in a closed testing phase with some of our partners, to ensure we’re delivering you the best, most easy-to-use product. Get started on Xero Tax today, to be ready for this highly anticipated new experience.

No special connection is needed. Just enable Xero Tax in Xero HQ and give staff access. Xero Tax uses your existing Xero log-in details.

See how to set up Xero Tax

Xero Tax checks transactions in Xero for common problems. Just click through from Xero Tax to see the transactions that make up an amount in the accounts or tax return. If you make corrections in Xero, regenerate the annual accounts and tax return.

See how to edit generated accounts and reports

Clients electronically review and sign documents you send them. They simply sign online wherever they are, without the hassle of printing, signing by hand, and posting or emailing back to you.

See how to request a signature from a client

Xero Tax automatically tags any chart of accounts with the appropriate iXBRL (Inline eXtensible Business Reporting Language) tags. It uses the iXBRL tagging to format accounts for online company tax returns.

Start using Xero Tax for free

Xero Tax is included in Xero HQ. It’s available to accountants and bookkeepers in practice – at no extra cost – as part of the Xero partner programme.